Montag & Associates’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94K | Buy |
273
+41
| +18% | +$1.49K | ﹤0.01% | 742 |
|
|
2025
Q1 | $8.81K | Hold |
232
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $11.9K | Hold |
232
| – | – | ﹤0.01% | 767 |
|
|
2024
Q3 | $11.9K | Hold |
232
| – | – | ﹤0.01% | 788 |
|
|
2024
Q2 | $11K | Sell |
232
-225
| -49% | -$10.6K | ﹤0.01% | 763 |
|
|
2024
Q1 | $21.7K | Hold |
457
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $21.7K | Hold |
457
| – | – | ﹤0.01% | 682 |
|
|
2023
Q3 | $20.4K | Hold |
457
| – | – | ﹤0.01% | 670 |
|
|
2023
Q2 | $24.6K | Buy |
457
+47
| +11% | +$2.53K | ﹤0.01% | 649 |
|
|
2023
Q1 | $24.4K | Buy |
410
+10
| +3% | +$595 | ﹤0.01% | 643 |
|
|
2022
Q4 | $19.7K | Buy |
400
+150
| +60% | +$7.37K | ﹤0.01% | 662 |
|
|
2022
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 732 |
|
|
2022
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $16K | Sell |
250
-300
| -55% | -$19.2K | ﹤0.01% | 687 |
|
|
2021
Q4 | $42K | Hold |
550
| – | – | ﹤0.01% | 590 |
|
|
2021
Q3 | $37K | Hold |
550
| – | – | ﹤0.01% | 599 |
|
|
2021
Q2 | $37K | Hold |
550
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $35K | Sell |
550
-450
| -45% | -$28.6K | ﹤0.01% | 598 |
|
|
2020
Q4 | $54K | Buy |
+1,000
| New | +$54K | ﹤0.01% | 528 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$204K | – | 310 |
|
|
2019
Q4 | $204K | Sell |
2,900
-2,500
| -46% | -$176K | 0.02% | 293 |
|
|
2019
Q3 | $338K | Sell |
5,400
-400
| -7% | -$25K | 0.03% | 247 |
|
|
2019
Q2 | $365K | Hold |
5,800
| – | – | 0.03% | 246 |
|
|
2019
Q1 | $306K | Hold |
5,800
| – | – | 0.03% | 258 |
|
|
2018
Q4 | $318K | Sell |
5,800
-3,250
| -36% | -$178K | 0.03% | 234 |
|
|
2018
Q3 | $663K | Sell |
9,050
-13,590
| -60% | -$996K | 0.06% | 214 |
|
|
2018
Q2 | $1.78M | Sell |
22,640
-10,079
| -31% | -$792K | 0.18% | 122 |
|
|
2018
Q1 | $2.6M | Sell |
32,719
-23,607
| -42% | -$1.88M | 0.27% | 102 |
|
|
2017
Q4 | $5.1M | Buy |
56,326
+45,076
| +401% | +$4.08M | 0.49% | 59 |
|
|
2017
Q3 | $1.04M | Sell |
11,250
-900
| -7% | -$83.5K | 0.11% | 156 |
|
|
2017
Q2 | $1.28M | Sell |
12,150
-891
| -7% | -$93.9K | 0.14% | 131 |
|
|
2017
Q1 | $1.43M | Sell |
13,041
-200
| -2% | -$21.9K | 0.16% | 131 |
|
|
2016
Q4 | $1.47M | Buy |
13,241
+191
| +1% | +$21.1K | 0.17% | 120 |
|
|
2016
Q3 | $1.54M | Hold |
13,050
| – | – | 0.2% | 126 |
|
|
2016
Q2 | $1.36M | Sell |
13,050
-475
| -4% | -$49.6K | 0.18% | 125 |
|
|
2016
Q1 | $1.58M | Sell |
13,525
-27,970
| -67% | -$3.26M | 0.22% | 113 |
|
|
2015
Q4 | $4.76M | Buy |
41,495
+36,704
| +766% | +$4.21M | 0.7% | 48 |
|
|
2015
Q3 | $498K | Buy |
4,791
+491
| +11% | +$51K | 0.08% | 161 |
|
|
2015
Q2 | $485K | Sell |
4,300
-24,575
| -85% | -$2.77M | 0.07% | 177 |
|
|
2015
Q1 | $3.29M | Hold |
28,875
| – | – | 0.48% | 74 |
|
|
2014
Q4 | $3.01M | Buy |
+28,875
| New | +$3.01M | 0.45% | 77 |
|